|
1
|
Daido Life Insurance Company
Osaka,
Japan
|
$190M
|
–
|
–
|
–
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$86.9M
|
+$81.9M
|
+612,045
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$63.7M
|
+$5.88M
|
+43,947
|
+11%
|
|
|
4
|
Austin Private Wealth
Austin,
Texas
|
$50.2M
|
+$2.07M
|
+15,470
|
+5%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$48.4M
|
-$816K
|
-6,095
|
-2%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.3M
|
-$7.3M
|
-54,490
|
-20%
|
|
|
7
|
Next Financial Group
Houston,
Texas
|
$23.5M
|
+$87.4K
|
+653
|
+0.4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
-$3.39M
|
-25,306
|
-16%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
+$1.35M
|
+10,090
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$823K
|
-6,150
|
-6%
|
|
|
11
|
Cambridge Associates
Boston,
Massachusetts
|
$12.6M
|
-$926K
|
-6,919
|
-7%
|
|
|
12
|
|
$10.6M
|
+$10M
|
+75,000
|
New
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$10.4M
|
-$32.4K
|
-242
|
-0.3%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$9.06M
|
+$310K
|
+2,313
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.91M
|
-$321K
|
-2,398
|
-4%
|
|
|
16
|
|
$7.71M
|
+$2.06M
|
+15,417
|
+40%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$7.61M
|
-$609K
|
-4,550
|
-8%
|
|
|
18
|
Alerus Financial
Grand Forks,
North Dakota
|
$7.47M
|
+$32.5K
|
+243
|
+0.5%
|
|
|
19
|
Wealth CMT
Cherry Hill,
New Jersey
|
$6.19M
|
+$157K
|
+1,176
|
+3%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$6.13M
|
+$946K
|
+7,063
|
+20%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$5.65M
|
+$188K
|
+1,402
|
+4%
|
|
|
22
|
|
$5.43M
|
+$5.12M
|
+38,254
|
New
|
|
|
23
|
Cozad Asset Management
Champaign,
Illinois
|
$5.14M
|
+$4.85M
|
+36,252
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$5.01M
|
+$49K
|
+366
|
+1%
|
|
|
25
|
Rockbridge Investment Management
Syracuse,
New York
|
$4.85M
|
+$4.57M
|
+34,142
|
New
|
|
